The Toby Keith Foundation Inc.

Transcription

1 The Toby Keith Foundation Inc. nprofit Profile Contact Information nprofit Address The Toby Keith Foundation Inc. 818 NE 8th St. % Juliet Nees-Bright Oklahoma City, OK Oklahoma County Phone (405) Fax Website Contact Name Juliet Nees-Bright Contact info@tobykeithfoundation.org At a Glance Organization's type of tax exempt status Organization Does Business As (DBA) Former Names Public Supported Charity The Toby Keith Foundation NA Year Founded 2006 IRS Ruling Year 2006 Registered with the Secretary of State? 1

2 State Registration Expiration Jan 2019 Other ways to donate support, or volunteer Cash gifts help The Toby Keith Foundation advance its mission of providing cost-free lodging for children undergoing cancer treatments. Gifts to The Toby Keith Foundation are tax deductible to the full extent of the Internal Revenue Code. Gifts can be made online at or checks/cash may be sent to 818 NE 8th Street, OKC, OK Other ways to give are: donating stocks and bonds, planned gifts, tribute gifts, hosting fundraisers and donating items from our website wishlist. Volunteers will be the heart of our home and we will need plenty to cook meals, help answer phones, give tours and help with cleaning and maintenance of OK Kids Korral. Statements Mission To encourage the health and happiness of pediatric cancer patients by soliciting public support of "OK Kids Korral." This state-of-the-art facility provides temporary housing for families of pediatric cancer patients who must leave their own communities in order to receive medical treatment in the Oklahoma City area. The mission of The Toby Keith Foundation will be met by:1) Providing a cost-free, convenient and comfortable home for any child coming to Oklahoma City to receive their cancer treatments; thus reducing the financial and physical toll put on the family.2) Partnering with other organizations as we look at the patient and their families road to recovery holistically. Background The Toby Keith Foundation has been in existence since We have helped hundreds of pediatric cancer patients with financial assistance and we were a benefactor of the oncology unit renovations at The Children's Hospital. In 2010, we streamlined our efforts and began our journey to build OK Kids Korral. The Korral will address the financial, physical and emotional toll put on children and their families as they battle cancer. We will give them a cost-free housing solution, near the hospital, to call home as they fight cancer. child should be turned away from overnight lodging facilities due to lack of available rooms or inability to pay. Impact The past primary goals of The Toby Keith Foundation have centered around fundraising, marketing and research. Our fundraising goals have been consistently allowing us to design, research, build and open a no cost home for children with cancer. The research we have completed encompasses operational efficiencies, parent needs and child welfare. In addition, by utilizing social media, press, and marketing, the foundation has seen an increase in donations, website visits and social media connections that far exceeded expectations. The coming year, we will focus our efforts on 1) fundraising to support the operations of OK Kids Korral 2) adjust and refine our programs to best fit our guests overall needs. Needs The Toby Keith Foundation has been fundraising since 2010 in order to open OK Kids Korral, a cost free home for children with cancer. We will focus a great deal of effort on fundraising across Oklahoma.Our goal is to create an endowment by the end 2018 to ensure the success of our operations. Also, the need for volunteers will increase. Volunteers are needed to cook meals for the families staying at OK Kids Korral. Our goals is to provide a home cooked meal five days a week. In addition, we will need to find quality volunteers to help run the front desk and give tours when needed.finally, we open the Korral with programs for the entire family from therapy sessions to story time. We will partner with groups throughout our state to bring beneficial programs for mom, dad, sibling and patient. 2

3 CEO/Executive Director Statement The Toby Keith Foundation has been working for children with cancer for years. We've helped with renovation projects and providing financial assistance. The past two years we have focused most of our efforts on our largest program, OK Kids Korral. We opened our doors in January 2014 and have housed about 230 different families during that time from across Oklahoma and surrounding states. Families live with us for an average of 4 days per visit and see us at least 4 times per year. Most of us have been affected by cancer in some way and yet we can think of no prospect more devastating than learning you child has cancer. It happens hundreds of times a year in our state alone. A child is diagnosed and a parent is hopeless. The Korral surrounds families with peace of mind, kindness and warmth. We can be hopeful in a hopeless place. We can be kind when the world seems cruel. On the outside, what we offer is walls and windows, but what we offer on the inside, is love. Board Chair Statement Years ago, one of my friends lost his child to cancer. Like many people, I was moved to action. I wanted to help families who were in pain and lost. I kept hearing my friends talk about the house they stayed out as they fought for their little girl and I wanted to help bring that to Oklahoma. The idea for OK Kids Korral came from realizing that our state does have a shortage of housing solutions for families and the desire to help parents focus on getting their child well. We are a relatively new foundation with a very new program, OK Kids Korral. We are focusing on educating the public about our mission and raising funds at the same time. We realize that most of our work needs to be grass roots and we are getting out into the public at every opportunity and hosting more events each year. Also, partnerships are key for us and we are inviting more corporations, small businesses and individuals to be our long-term partners. Area Served Area Served Geographic Area Served Oklahoma - Statewide Our program primarily benefits families in the state of Oklahoma. However, in the 3 years since opening we have welcomed children from Texas, Arkansas, Georgia, Arizona, Kansas and the United Kingdom. The list continues to grow each year. Service Categories Primary Organizational Category Secondary Organizational Category Health Care/Health Support Housing, Shelter/Housing Expenses Reduction Support Programs OK Kids Korral Description The Toby Keith's primary program is OK Kids Korral. The Korral is a temporary housing solution for pediatric cancer patients. The child and their family may stay at the Korral, free of charge, while they are receiving cancer treatment. The family will be next door to the hospital; alleviating their need to drive back and forth between treatments and it will give them peace of mind as they are steps away from the hospital and their doctors. OK Kids Korral will provide the amenities of home such as private rooms to sleep and relax, a gourmet kitchen, dining areas, comfortable living areas and a laundry room. However, the Korral is more than a hotel. It will feature areas targeting the specific needs of children with cancer while it provides spaces where children can let loose and parents can simply relax. 3

4 Budget $445, Category Health Care, General/Other Patient & Family Housing Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success Children and Youth (0-19 years) Families People/Families of People with Cancer By the end of the first year the Korral is open, we estimate we will have housed 416 patients and over a thousand of their family members. It is also estimated that we will save each family over $3,000 of expenses related to lodging. We will report exact numbers of who we are helping and the financial impact we've had on each family yearly. Opening OK Kids Korral will result in reducing the number of families turned away from overnight lodging facilities while they are battling an illness. We will double the number of rooms that are currently being provided to families at facilities outside of the hospital. The Korral will also save families thousands of dollars during the course of their treatment by providing free lodging, reducing their gas costs, and providing free breakfasts and dinner every day of their stay. one staying at OK Kids Korral will be asked to pay for any service provided to them. A survey will be given to each family member staying at the Korral. It will rank areas such as financial benefit, emotional impact, physical benefit and additional services. The survey will be given to each parent upon checking out of the Korral. In addition, social will be surveyed twice each year to ensure procedure efficiency and overall need. Data will be provided at the end of OK Kids Korral's first calendar year. Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member Comments on Programs CEO/Executive Director/Board Comments OK Kids Korral will benefit thousands of people each year. The biggest challenge to the Korral is raising funds to cover the operations of a 25,000 sq. foot building that is designed to keep families safe even during the roughest of times. The Korral features a neutropenic wing providing the cleanest air possible for children with weakened immune systems. It also features a theater room that serves as a safe room in inclement weather and over-sized generators in case of loss of electricity. Staff & Management CEO/Executive Director Juliet Nees-Bright Start Date Mar juliet@tobykeithfoundation.org 4

5 CEO/Executive Director Experience Juliet Nees-Bright is a graduate of the University of Oklahoma. After getting her degree in Economics, she went to work for The Walt Disney Company. Starting her career in Disney Licensing and ending it as the Director of Marketing and Synergy for animated properties, Juliet worked with entertainment's best for over eight years. With a desire to move home to Oklahoma, she brought her ideas with her. She helped launch the downtown ice rink and snow tubing event while rebranding the entire Downtown in December event. In 2007, Juliet took over The Toby Keith & Friends Golf Classic event and raised over $700,000 in her first event with the foundation. She has been with the foundation since and accepted the role of Executive Director in Staff Information Number of Full-time Staff 3 Number of Part-time Staff 3 Number of Contract Staff 0 Number of Volunteers 100 Staff Retention Rate 100 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity Asian American/Pacific Islander 1 Caucasian 2 Staff Demographics - Gender Female 3 Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Under Development Under Development Under Development Policies ndiscrimination Policy Whistle Blower Policy 5

6 Document Destruction Policy Directors and Officers Insurance Policy Government Licenses Is your organization licensed by the government (federal, state and/or local)? Governance Board Chair Mr. Toby Keith Company Affiliation Founder Term Jan 2006 to Jan Board of Directors List Current as of Feb 19, 2018 Name Affiliation Status Mrs. Tricia Covel Founder Voting Mr. Randall Hatfield Community volunteer Voting Mr. Greg Hunter Community volunteer Voting Mr. Toby Keith Founder Voting Mr. TK Kimbrell Community volunteer Voting Mr. Billy Wilcoxson Community volunteer Voting Board Demographics - Ethnicity Caucasian 5 Native American/American Indian 1 Board Demographics - Gender Male 5 Female 1 Governance Information Board Term Lengths Board Term Limits 2 years 0 terms Number of Full Board Meetings Annually 5 Board Meeting Attendance % 100 % Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization 100 % 100 % 6

7 Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? Under Development Standing Committees Advisory Board / Advisory Council Advisory Board Name Armando Rosell Affiliation Community Volunteer Constituent Board Name Joey Root Affiliation Community Volunteer Youth Board Additional Boards: Youth Board Members Name Affiliation Financials Current Fiscal Year Jan 01, 2018-Dec 31,2018 Current Year Budgeted Total Income $1,270,000 Current Year Budgeted Total Expenses $1,216,040 Prior Three Years' Financial History Income and Expenses Total Revenue $1,472,918 $1,597,642 $1,095,062 Total Expenses $1,420,756 $1,426,286 $1,353,664 Revenue Less Expenses $52,162 $171,356 ($258,602) Income Sources 7

8 Contributions $308,147 $592,373 $298,574 Foundation and Corporation Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions Indirect Public Support Earned Revenue Investment Income, Net of Losses $715 $367 $365 Unrealized Gain/Loss Membership Dues Special Events $1,164,056 $1,004,902 $796,123 Revenue In-Kind Other Expense Allocation Program Expense $1,276,955 $1,274,858 $1,181,973 Administration Expense $79,453 $85,449 $75,233 Fundraising Expense $64,348 $65,979 $96,458 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 90% 89% 87% Fundraising Expense/Contributed Revenue 6% 7% 12% Assets and Liabilities Total Assets $11,576,535 $11,804,928 $11,977,636 Current Assets $1,531,063 $1,202,946 $838,883 Long-Term Liabilities $6,819,407 $7,189,001 $7,469,092 Current Liabilities $120,441 $31,402 $95,375 Total Net Assets $4,636,687 $4,584,525 $4,413,169 Short-term Solvency Current Ratio: Current Assets/Current Liabilities Long-term Solvency Long-Term Liabilities/Total Assets 59% 61% 62% Top Funding Sources 8

9 Top Funding Source & Dollar Amount Special Events $1,164,056 Special Events $1,004,902 Special Events $796,123 Second Highest Funding Source & Dollar Contributions Contributions Contributions Amount $308,147 $592,373 $298,574 Third Highest Funding Source & Dollar Amount Investment Income $715 Investment Income $367 Investment Income $365 Endowment and Other Financial Information Endowment? Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? N/A 0 % Capital Campaign Currently in a Capital Campaign? Campaign Purpose The purpose of the capital campaign will be to create an endowment for the operations of OK Kids Korral. Campaign Goal $10,000, Campaign Dates Dec 2018 to Dec 2019 Capital Campaign Anticipated in Next 5 Years? Comments on Financials Foundation Staff Comments All prior year financial information is from the IRS Form 990s. Contributions may include foundations and corporations when the breakout was not available. The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff. Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year. Created Copyright 2018 Oklahoma City Community Foundation 9